ACR Alpine Capital Research, LLC
Top Portfolio Positions
30 positions ·
$5,694,288,275 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LBTYA |
Liberty Global Ltd.
Communication Services
|
47,289,634 | $571,731,674 | 10.04% | |
| CVX |
Chevron Corp
Energy
|
2,748,684 | $568,702,718 | 9.99% | |
| JNJ |
Johnson & Johnson
Healthcare
|
2,157,384 | $527,350,944 | 9.26% | |
| ARW |
Arrow Electronics, Inc.
Technology
|
3,578,313 | $513,165,867 | 9.01% | |
| VOD |
Vodafone Group Public Ltd Co
Communication Services
|
26,854,952 | $403,361,378 | 7.08% | |
| C |
Citigroup Inc
Financial Services
|
3,544,555 | $401,987,982 | 7.06% | |
| FDX |
Fedex Corp
Industrials
|
1,123,684 | $400,233,766 | 7.03% | |
| THO |
Thor Industries Inc
Consumer Cyclical
|
4,903,124 | $391,710,576 | 6.88% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
4,212,111 | $365,779,719 | 6.42% | |
| MSFT |
Microsoft Corp
Technology
|
981,646 | $363,375,899 | 6.38% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LBTYA
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $285,865,837 | 23,644,817 | Shares | Sole | 2026-04-30 | |
| 2026-03-31 | $285,865,837 | 23,644,817 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $240,033,244 | 21,546,970 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $243,384,499 | 21,237,740 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $205,386,691 | 20,518,151 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $228,305,269 | 19,835,384 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $221,730,238 | 17,376,978 | Shares | Sole | 2025-02-06 | |
| 2024-12-24 | $215,466,269 | 17,292,638 | Shares | Sole | 2024-12-27 | |
| 2024-09-30 | $43,614,513 | 4,010,235 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $27,468,705 | 3,058,910 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $23,921,599 | 2,744,184 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,284,799 | 577,252 | Shares | Sole | 2024-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||